Enter your idea

Hi Stephen, not in the pipeline as you say. Made a comment on this years ago as well. Head in the sand. Time to move with our feet I believe.

Will Xero ever make comment on this thread - or give users some idea if this is on the future development programme. If its not an imminent fix then its best to know now. It would also be interesting to hear the reason this cannot be easily implemented. On the phone I was unofficially told it was because Xero was created for the small business owner 'one man band' type business. This is not good enough as this is not how the software is being sold or promoted, yet this appears to be the only valid reason or excuse for such a major issue for all non solo business owners who use Xero. This was first reported in 2015 - 8 years ago!

currently looking at other packages that can offer this function as the fact Xero doesn't is starting to have a real impact on our business.

The gap between IO and standard roles is too wide. There needs to be ability to allow access to certain reports without access to all or bank.

I agree the gap is too wide. From a GDPR point no employee should ever be able to see another employees expenses but as soon as you approve everyones expenses they appear in the bills to pay screen for all to see - even those with Invoice Only Approve and Pay. Also on Invoice only - no one can add products or edit products in inventory.

This is critical. Employees at different levels need access to different things. Since there is no distinction in security, no employees have access.

These reports can drive a business, give us the power to do that.

Not having this is crippling. It's such a basic feature that is offered by Xero's competitors. It's extremely important to our organization.

This option can benefit our company greatly, we have several users, and all have different specific responsibilities

Not having this is crippling. It's such a basic feature that is offered by Xero's competitors. It's extremely important to our organization.

Add a permissions level between IO and Standard - the gap is far too wide. Its all or nothing.
I need my admin to be able to run certain reports but not see them all, so I need to be able to select the report.
However I don't want them to have access to bank statements.
Currently its all or thing so they nothing which doesn't help me.

This is certainly an issue for our company. With only 3 admin staff currently, we need more flexible access/blocking of particular reports because staff need access to general reports but not higher level reports such as Profit and Loss which is confidential company information.

We changed over to Xero in April 2022 and discovered that this was also a major problem for us too.

Over the past year we have discovered there are so many 'missing' aspects from Xero that are fundamental to accounting roles and functions.

It is so time consuming having to generate reports for the staff that are processing the sales and purchase invoices because we can't give them their own access - unless we want them to have access the bank accounts (which is ridiculous).

I don't understand why Xero haven't realised this already. It's such an obvious and basic need for staff to be able to carry out their role fully.

If only Xero had done some research to find out if this is a requirement for the majority of businesses.
At 109 votes it seems pretty important, but how many votes are needed before it is seriously considered by Xero?

The fundamentals desperately need improving in Xero and seem to keep getting ignored whereas the cosmetic improvements that are not needed are being deployed freely - confusing?!

We have just changed over to Xero and this is also a huge problem for us. The user with rights to invoice and do bills cannot get access to the reports for Customers and Suppliers - so I must each time print the reports which is wasting my time?

This is really needed and seems to have been around for quite as while with no response from Xero.

Crazy that you can't allow access to some reports but not all. It looks like from the other comments that we are not the only company that needs sales users to be able to access reports relevant to them but not the full company financial reports, budgets etc.

It would be great if users with Invoice only roles could also have access to specific sales reports. It is not very productive if they constantly have to ask someone else to run the reports they need to perform their duties.

Morning,

Maybe for each report, the advisers can assign who can viewed that respective report.

AP summary & details can viewed by who handle Ac Payable role.
AR summary & details can viewed by who handle Ac Receivable & respective sales personnel.

Inventory details report for people handle inventory.......and so on.

It is troublesome that only the advisers can pull report for other department as and when is needed.

Thank,

Rgds, Vander

It would be really helpful if we could give staff access to individual reports

I need the sales team to see their profit and loss reports and a custom report on client spending areas. I am not able to do this, so another group has to download the data every time it is asked for and send it off to the person requesting it. This is causing so much admin within the company

Please can we get this addressed? or does anyone know of a plugin which can pull this data without manual use?

My colleague always need to check AR & AP ageing. However they do not have the access to REPORT. They always need finance people to pull the data for them which adding burden to finance colleague who is buzy with other task.

I wish Xero can provide an option to restrict access to the financial statements because it is sensitive data.
Kinda silly that we can allow users to see all of the invoices including the outstanding ones but he/she cannot access the age debtors or see the list of creditors in a report format.

Not why this was never thought in the first place!